Certus Wealth Management, LLC Ishares S&P 100 ETF Transaction History
Certus Wealth Management, LLC
- $130 Million
- Q2 2024
A detailed history of Certus Wealth Management, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 9,149 shares of OEF stock, worth $2.43 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
9,149
Previous 9,876
7.36%
Holding current value
$2.43 Million
Previous $2.44 Million
1.02%
% of portfolio
1.87%
Previous 1.93%
Shares
3 transactions
Others Institutions Holding OEF
# of Institutions
801Shares Held
34.7MCall Options Held
9.6KPut Options Held
15.1K-
Bank Of America Corp Charlotte, NC5.97MShares$1.59 Billion0.14% of portfolio
-
Fifth Third Bancorp2.34MShares$623 Million2.38% of portfolio
-
Cresset Asset Management, LLC Chicago, IL2.23MShares$594 Million2.5% of portfolio
-
Jones Financial Companies Lllp1.87MShares$498 Million0.57% of portfolio
-
Jpmorgan Chase & CO New York, NY1.48MShares$394 Million0.03% of portfolio